The family office directory for dealmakers.

Castellan Group LLC (“Castellan”) provides investment advisory and family office services. The company is wholly owned by two perp…

Clelland & Company is a US investment adviser founded in 1989, headquartered in San Diego, California, with an additional office i…

Synergy Private LLC (“Synergy Private”) is a multi-family office headquartered in California with four employees.…

Legacy Wealth Planning is a US investment adviser founded in March 2006 with headquarters in Reno, Nevada.…

Cascade Investment Group is a US wealth management firm based in Colorado. Established in 1993, it serves private and institutiona…

The Jewish Federation of Greater Philadelphia, in Philadelphia, Pennsylvania, US, was founded in 1901 as the Federation of Jewish …

Cogent Strategic Wealth is a US investment advisory firm founded in 2010 by Michael Evans in Chicago, Illinois.CSW is a member of …

One Family Office – Dubai is the Dubai-based operations of One Family Office, a Czech multi-family office established in January 2…

Bradley Wealth is an independent advisory firm serving private and institutional clients founded in 2003 by Michael Bradley headqu…

ACAS (d/b/a Tate Asset Management) is a wealth management firm based in Rancho Santa Fe, California, US. Founded in 2012, the firm…

Udit Garg | Co-Founder & Managing Director | Co-Founder & Managing Director | udit.garg@wealthfusion.co.uk | https://www.linkedin.…

Founded in 2009 and based in Seoul, Zenitas Investment Co Ltd (“Zenitas”) is a single-family office, owned by Jae-Yoon Won and his…

Timonier is a multi-family office offering fee only advice to HNW families and retirement plans with a collaborative team of seaso…

Slayton Lewis is an investment adviser founded in 2001 and headquartered in Chicago, Illinois. The firm, principally owned by Will…

Kaufman, Rossin & Co was founded in 1962 as a family office.…

Orchid Advisory is a multi-family office based in Dallas, TX that provides comprehensive wealth management, investment advisory, a…

Caissa Wealth Strategies, founded in 2009 by Kelly Olson Pedersen, based in Bloomington, Minnesota, is a wealth management firm se…

Blue Barn Wealth is an investment management firm founded in 1994, based in Orem, Utah, serving private and institutional clients.…

NiSource Inc. is a US natural gas and electric utility company based in Merrillville, Indiana. The postretirement benefits complem…

Salzinger Sheaff Brock, founded in 2009, is a wealth management firm based in Indianapolis, Indiana. The firm serves private and i…

The Milwaukee Jewish Federation, located in Milwaukee, Wisconsin, US, was established in 1902 to nurture and sustain a vibrant Jew…

Chapwood Investments is an investment management firm that has served high net-worth clients for over 30 years by bringing clarity…

Massachusetts Port Authority Retiree Benefits Trust was formed on June 27, 2008. The trust offers certain post-employment medical,…

Seneschal Family Office (“Seneschal”), established in 2004, is an American investment advisor and multi-family office based in Tac…

Solventis is an independent financial group founded in 2002 by a team of professionals with diverse experience across the investme…

Wall Capital Group (WCG) is a US investment advisory firm founded by David Wall in 1990 and headquartered in Phoenix, Arizona. The…

Savior Wealth is a wealth manager based in Waltham, Massachusetts. It offers private clients and high net worth individuals financ…

Meridian Financial LLC is a boutique multi-family office providing customized financial planning, wealth management, and lifestyle…

ADS Investment Solutions is an asset management firm founded in 2017 and based in Abu Dhabi, United Arab Emirates. Investments are…

Bloomsbury Wealth is a private financial service firm based in London, UK. Bloomsbury Wealth operates as a trade name under the um…

Callanish Capital is a UK-based independent wealth management firm and multi-family office founded in 2021 by Oliver Murray and La…

Grupo Independiente is a Peruvian company offering financial services including an investment platform and a multi-family office. …

Hotel Capital Partners is a subsidiary of the 360 Capital Group based in Sydney, Australia. The firm offers specialist hotel inves…

Nico Hüsch GmbH (“Nico Hüsch”) is an independent investment advisory firm in Hamburg, Germany, that serves multiple families. The …

Nineteen Private Capital AB is the alternative investment vehicle of Wallenburg Investments AB, the office of the eponymous Swedis…

OA Capital (f/k/a Osborne Advisors) is an independent US wealth management firm founded by David Osborne in 1999, headquartered in…

Ruocco & Partners Multi Family Office (“Ruocco”) is an Italian multi-family office that was established in 2008. Located in Rome, …

Shun Hing Capital Asia Ltd, founded in 2003, is the investment arm of Shun Hing Group with its headquarter in Kowloon, Hong Kong. …

Nelson Securities, Inc. (d/b/a Wealth Asset Managers) is a US investment advisory firm founded in 1983, headquartered in Spokane, …

Cope Corrales is an American multi-family office based in Washington DC. It was founded in January 2019 by Joseph Cope and Luis Co…

Morse Capital Partners is a wealth management firm founded in 2008 and based in Richmond, Virginia. Clients advised by the firm in…

Ares Financial Consulting is a US investment advisory firm founded in 2016 by Jeffrey Richter and headquartered in Calabasas, Cali…

Aqua Group is a multi-family office founded in 2012 by Joanne Luce with approximately 34 personnel.…

Aurum Gestão De Patrimônio Ltda ("Aurum") is a multi-family office founded in 2019 and is based in São Paulo, Brazil. The firm is …

Acorn Capital Advisers is a family office advisory firm that helps families design, build, and enhance their family offices throug…

Quest 10 Wealth Builders, the investment advisory arm of Complete Financial Solutions, was founded in 2012 and is headquartered in…

Realta Wealth, formerly known as CoastalOne, is a US investment advisory firm founded in 1989 and headquartered in Wilmington, Del…

Aurelius Family Office (‘Aurelius’) is a Registered Investment Advisory firm that specialises in financial planning and generation…